SPC

US premarket
2026-08-18 13:06:16

US Premarket Watch: Tesla-SpaceX Merger Odds Hit 55% as Anthropic Revenue Miss Weighs on Sentiment

A cluster of premarket developments on Aug. 18 drew attention across U.S. equities and crypto-linked circles. Premarket trading turned weaker across the three major U.S. stock indexes, as well as storage and optical communications names, after renewed focus on Anthropic’s annualized revenue run rate. Bloomberg had previously reported that Anthropic’s run rate stood at about $65 billion as of the end of July, below some third-party data points and bullish AI-sector expectations that had pointed to more than $80 billion. The gap fueled concern that growth may be losing momentum. Separate filings-based data showed that in the first half of 2026, more than a dozen family offices collectively held at least $3.8 billion worth of SpaceX shares. Prediction markets were also pricing a 55% chance that Tesla and SpaceX merge before 2027. Elsewhere, Meta Platforms was set to face trial Tuesday local time in a major case involving alleged harm to child safety and privacy violations. Super League rose more than 20% in premarket trading after receiving a 2,100 BTC capital injection from Metaplanet plus an additional $2.5 million in cash, with Metaplanet expected to own about 95.7% of Superplanet after the deal closes. Bank of America’s latest global fund manager survey showed equity allocations at their highest level in nearly five years, while Goldman Sachs announced an agreement to acquire LCN Capital Partners.

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US Premarket Watch: Tesla-SpaceX Merger Odds Hit 55% as Anthropic Revenue Miss Weighs on Sentiment
Harvard
2026-08-16 00:34:38

Fox News says Harvard made an investment of up to $2.2 billion in SpaceX

ChainCatcher, citing Fox News, reported that Harvard has made a major investment in SpaceX (SPCX.O), with the size of the investment reaching as much as $2.2 billion. The input provided does not include further details on the timing, structure, or terms of the investment. No additional information was given on how the deal was arranged or whether the reported figure reflects a single transaction or a broader position.

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Fox News says Harvard made an investment of up to $2.2 billion in SpaceX
Binance
2026-08-15 13:51:00

Binance’s Weekend Stock Push Centers on Perps for Price Formation and bStocks for Inventory

A PANews analysis argues that Binance is not simply trying to extend stock trading hours into weekends. The bigger goal, the article says, is to compete for price formation after traditional equity markets close, using perpetual contracts as the first venue for directional expression and bStocks as the inventory and correction layer behind them. The piece compares weekend and reopening data across NVDA, TSLA, SNDK, SPCX and SKHY-related products, and finds that large volume alone does not prove durable price leadership. In one August 2026 weekend example, four stock perpetuals on Binance traded about $461 million in total and all priced above the prior cash close on Sunday, only for all four to open lower when the U.S. cash market returned on Monday. In a separate SNDK case during the U.S. Independence Day long weekend, Binance’s weekend market captured most of an eventual 4.8% opening gap, but overshot the move. Across 25 U.S. market close-to-reopen samples, Sunday direction matched the next cash open 13 times, or 52%. The article’s conclusion is that Perps may be efficient at generating a candidate price, but bStocks, stock conversion, borrow depth and on-chain circulation are what could determine whether that price can be held, financed, hedged, challenged and ultimately validated as a market price.

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Binance’s Weekend Stock Push Centers on Perps for Price Formation and bStocks for Inventory
Duan Yongping
2026-08-15 05:46:57

Duan Yongping’s SpaceX Trades Show More Than $5.4 Million in Paper Gains Over About 20 Days

Public information on Xueqiu shows that investor Duan Yongping recently took two positions tied to SpaceX, traded under the ticker SPCX. The first was an options trade on July 24, when he sold 1,000 put contracts expiring on Dec. 18, 2026, with a strike price of $115. The contracts were sold at about $23.26 each, bringing in roughly $2.326 million in premium. A second trade followed on Aug. 5, when Duan bought 100,000 shares of SPCX at an average cost of about $108.68. Based on SpaceX’s latest closing price of $140, that stock position was showing an unrealized gain of about $3.132 million. Taken together, the two trades imply paper gains of about $5.458 million in roughly 20 days. Still, the options position remains open. While the premium has already been collected, Duan would still be obligated to take delivery at the $115 strike price if SPCX falls below that level and the puts are exercised. BlockBeats noted that SPCX has been highly volatile. After listing in June, the stock at one point rose above $200 before falling back to around $105. In August, the shares rebounded to around $140 as the impact of the first lock-up expiration came in weaker than expected and market risk appetite improved.

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Duan Yongping’s SpaceX Trades Show More Than $5.4 Million in Paper Gains Over About 20 Days
Tiger Global
2026-08-15 00:42:29

Tiger Global opens new positions in SpaceX and AMD in Q2, cuts Google, TSMC and Nvidia

Tiger Global Management made broad portfolio changes in the second quarter, according to a BlockBeats brief published on Aug. 15. On the selling side, the fund cut its holdings in Broadcom by 51.1% to 1.8 million shares, Alphabet Class A by 45.4% to 5.8 million shares, and Taiwan Semiconductor Manufacturing by 12.3% to 4.9 million ADS. It also reduced Microsoft to 2.3 million shares, Meta Platforms Class A to 2.8 million shares, Nvidia to 11.2 million shares, and JD.com to 201,500 ADS. On the buy side, Tiger Global raised its Intel position to 4.3 million shares and opened new stakes in AMD and SpaceX. The new positions were 674,000 shares of AMD and 375,000 shares of SpaceX. The fund also fully exited Netflix during the quarter.

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Tiger Global opens new positions in SpaceX and AMD in Q2, cuts Google, TSMC and Nvidia
Harvard Unive
2026-08-14 20:40:39

Harvard discloses a $2.2 billion stake in SpaceX

ChainCatcher reported that Harvard University disclosed holdings in SpaceX (SPCX.O) valued at $2.2 billion. The input provides only the basic disclosure and the stated value of the position. It does not include the number of shares held, the filing date behind the disclosure, or any additional context around the investment. Based on the available information, the key fact is that Harvard has reported a SpaceX stake with a disclosed value of $2.2 billion.

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Harvard discloses a $2.2 billion stake in SpaceX
PIF
2026-08-14 15:17:34

Saudi PIF discloses holding 154.1 million Class A shares of SpaceX

A U.S. Securities and Exchange Commission filing shows that Saudi Arabia’s Public Investment Fund, or PIF, disclosed a holding of 154.1 million Class A shares in SpaceX (SPCX). BlockBeats reported the update on Aug. 14, citing the SEC document. The filing identifies the share count disclosed by the sovereign wealth fund. No additional transaction details were provided in the source material.

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Saudi PIF discloses holding 154.1 million Class A shares of SpaceX
Whale
2026-08-14 10:38:36

Whale places roughly $203 million short order on tokenized SpaceX stock SPCX

A whale has placed a limit short order worth about $203 million on SPCX, the tokenized stock tied to aerospace company SpaceX, according to an Odaily report citing Bitcoin.com News. The order was set in a price range of $141.93 to $142.90, indicating a bet that the token would pull back from higher levels. Trading in SPCX had already surged earlier in August on Gate, a platform offering tokenized trading. Over a two-day stretch, volume in SPCX reached about $700 million, with $332 million recorded on Aug. 4 alone. Market activity centered on the unlocking of 911.5 million shares on Aug. 6. After that unlock, SPCX rose 6.1% and closed at $114.92. Separate filings with the U.S. Securities and Exchange Commission showed that Elon Musk holds a 48.4% beneficial interest in SpaceX, representing more than 6.4 billion shares. Based on the current price cited in the report, that stake was valued at more than $900 billion. The associated Class B shares give Musk more than 82% of SpaceX’s total voting power.

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Whale places roughly $203 million short order on tokenized SpaceX stock SPCX